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The exclusive partnership between LIMRA and is designed to accelerate the customer experience transformation that is underway in the life insurance industry.


PHILADELPHIA, Pa. and WINDSOR, Dashboard Conn., April 24, 2017 – and LIMRA today announce they have entered into a strategic partnership designed to accelerate the transformation of the customer experience within the life insurance industry.

LIMRA’s research has revealed that as today’s consumers have become more diverse, their needs and expectations have become more distinct. As they have grown more accustomed to personalized products and services in their day-to-day lives, they expect the same kind of individual relationship with their life insurer. has developed an industry-leading platform, ENGAGE, that helps policyholders set and achieve their life goals in health, finances and lifestyle. Using this platform, life insurers can offer a personalized policyholder-centric customer journey, increasing engagement and delivering value to their policyholders every day. ENGAGE helps carriers not only build loyalty, but also gather actionable insights to better understand and meet the needs of their customers.

“Consumer expectations have never been higher, and we are thrilled to partner with LIMRA, the industry’s leading voice, as we help life insurers transform the customer journey,” said Jon Cooper, founder and CEO,

“When I speak with the leaders of our member firms, they often talk the imperative to foster stronger customer engagement to retain customers and create new sales opportunities,” said Robert Kerzner, president and CEO, LIMRA, LOMA and LL Global. “We hope through this partnership with, we can help our members learn about and advance their strategy around creating and improving the digital customer journey.”

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LIMRA, a worldwide research, consulting and professional development organization, is the trusted source of industry knowledge, helping more than 850 insurance and financial services companies in 64 countries. Visit LIMRA at Follow us on Twitter: @LIMRANewsCenter  


Founded in 2012, is a pioneer in digital consumer engagement for the life insurance industry. has revolutionized how insurers engage with policyholders and groups by creating a fun and rewarding environment where policyholders actively engage with the carrier to achieve physical, mental, and financial goals. Through frequent engagement with policyholders, helps carriers retain customers while also capturing actionable insights to improve sales and marketing, and streamline underwriting. Learn more at

Media Contacts

Catherine Theroux

Director, Public Relations

Work Phone: (860) 285-7787

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Brooke Lacey

Senior Public Relations Specialist

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Public Relations/Social Media Specialist

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